LPL Financial’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.74M | Buy |
265,242
+6,311
| +2% | +$160K | ﹤0.01% | 2059 |
|
|
2025
Q1 | $6.55M | Buy |
258,931
+42,992
| +20% | +$1.09M | ﹤0.01% | 1922 |
|
|
2024
Q4 | $5.44M | Sell |
215,939
-10,241
| -5% | -$258K | ﹤0.01% | 2011 |
|
|
2024
Q3 | $5.8M | Buy |
226,180
+17,603
| +8% | +$451K | ﹤0.01% | 1865 |
|
|
2024
Q2 | $5.22M | Buy |
208,577
+8,036
| +4% | +$201K | ﹤0.01% | 1803 |
|
|
2024
Q1 | $5.07M | Buy |
200,541
+28,687
| +17% | +$725K | ﹤0.01% | 1765 |
|
|
2023
Q4 | $4.4M | Buy |
171,854
+54,463
| +46% | +$1.39M | ﹤0.01% | 1759 |
|
|
2023
Q3 | $2.87M | Buy |
117,391
+4,542
| +4% | +$111K | ﹤0.01% | 1995 |
|
|
2023
Q2 | $2.84M | Buy |
112,849
+79
| +0.1% | +$1.99K | ﹤0.01% | 1954 |
|
|
2023
Q1 | $2.89M | Buy |
112,770
+11,090
| +11% | +$284K | ﹤0.01% | 1860 |
|
|
2022
Q4 | $2.55M | Buy |
101,680
+38,990
| +62% | +$978K | ﹤0.01% | 1900 |
|
|
2022
Q3 | $1.52M | Buy |
62,690
+2,096
| +3% | +$50.7K | ﹤0.01% | 2195 |
|
|
2022
Q2 | $1.52M | Buy |
60,594
+37,859
| +167% | +$948K | ﹤0.01% | 2238 |
|
|
2022
Q1 | $579K | Buy |
22,735
+4,126
| +22% | +$105K | ﹤0.01% | 3071 |
|
|
2021
Q4 | $507K | Buy |
18,609
+2,333
| +14% | +$63.6K | ﹤0.01% | 3260 |
|
|
2021
Q3 | $443K | Buy |
16,276
+3,228
| +25% | +$87.9K | ﹤0.01% | 3312 |
|
|
2021
Q2 | $358K | Sell |
13,048
-11,651
| -47% | -$320K | ﹤0.01% | 3437 |
|
|
2021
Q1 | $671K | Buy |
+24,699
| New | +$671K | ﹤0.01% | 2759 |
|